References (30)



An Asset Allocation Primer

Brian Jacobsen

Wells Fargo Funds Management

February 8, 2010

This paper serves as a general guide to asset allocation. It answers the following questions: (1) What is asset allocation? (2) What are asset classes? (3) What is a normal allocation? (4) When should an allocation deviate from the norm?

Number of Pages in PDF File: 23

Keywords: asset allocation, strategic asset allocation, tactical allocation, investment management

JEL Classification: C53, G11

Open PDF in Browser Download This Paper

Date posted: January 18, 2010 ; Last revised: February 10, 2010

Suggested Citation

Jacobsen, Brian, An Asset Allocation Primer (February 8, 2010). Available at SSRN: https://ssrn.com/abstract=1538035 or http://dx.doi.org/10.2139/ssrn.1538035

Contact Information

Brian Jacobsen (Contact Author)
Wells Fargo Funds Management ( email )
MAC N9882-014
100 Heritage Reserve
Menomonee Falls, WI 53151
United States
414-359-3938 (Phone)
414-359-3535 (Fax)
Feedback to SSRN

Paper statistics
Abstract Views: 3,577
Downloads: 942
Download Rank: 17,746
References:  30